Mindful Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,795,167
Clients
71
Advisors
2
of 2 employees
About
Mindful Wealth serves individual and high‑net‑worth clients with tailored investment management and a broad menu of financial planning services, including comprehensive plans, ongoing flat‑fee engagements, project‑based work, and hourly consultations. The firm also provides retirement‑account advice under a fiduciary standard and coordinates tax‑related services and third‑party referrals as part of its planning offerings.
The firm’s investment approach is primarily passive, building diversified portfolios of index mutual funds and ETFs to meet target asset allocations set out in client‑specific investment policy statements; accounts are typically managed on a discretionary basis with quarterly reviews. Mindful Wealth emphasizes tax considerations, liquidity needs, and client‑imposed restrictions when constructing portfolios and recommends custodians (including use of Schwab’s institutional services) to support trading, custody, and reporting.
What is noteworthy for a firm of this size is its explicit capability in cross‑border and international planning and education for globally mobile clients, supported by planners who devote part of their practice to U.S. inbound/outbound tax and cross‑jurisdictional issues. The firm combines AUM‑based portfolio management with standalone planning engagements and separate planning fees, and operates with a small advisory team managing roughly $36 million for about 70 clients, which results in a concentrated, planner‑driven service model uncommon among peers.
Client services
Expertise
Fee options
Project-based financial planning fixed fees from $2,800 to $50,000 depending on complexity
$0 - $2,000,000: 0.70% $2,000,000+: 0.50%
Hourly financial planning fees range from $350-$500 per hour, billed in 30-minute increments
Minimum fee: Annual financial planning fees range between $5,000 and $50,000 Fee-only: On-going Flat Fee Financial Planning starting at $10,000 plus onboarding fee ($2,500 individual, $3,500 family), Project-Based and Hourly Financial Planning fees from $350/hour to $500/hour and fixed fees from $2,800 to $50,000
Main office
5431 Chippewa St
St. Louis MO 63109
Advisors at this office
2
Most active in
Missouri · Texas
Also doing business as
Connected Financial Planning · Mindful Wealth · Mindful Wealth LLC · Mindful Wealth Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Otto R
CFP®, EA
St. Louis, MO
Mindful Wealth
Mindful Wealth is an independent financial planning and investment advisory firm dedicated to helping individuals and families navigate financial complexity with clarity, confidence, and intention. We believe that financial planning is not simply about managing money; it is about helping people live meaningful lives aligned with their values, goals, and evolving circumstances. Money touches every aspect of life: career decisions, family relationships, health, geography, opportunity, and legacy. Yet traditional financial advice often focuses narrowly on investments or isolated transactions. At Mindful Wealth, we take a different approach. We view financial planning as an integrated, ongoing process that connects every financial decision to the broader story of a person’s life. Our work begins not with markets or products, but with people. We partner with clients during moments of transition, growth, uncertainty, and reinvention to help them make thoughtful financial decisions in an increasingly complex world.
Arielle T
CFP®
St. Louis, MO
Mindful Wealth
Arielle Tucker is a CFP® professional based in St. Louis, MO, with five years of industry experience. She has worked at Mindful Wealth and its predecessor entities since 2022, as well as White Lighthouse Investment Management Inc, Taxfix, GmbH, and Intuit. Outside of her advisory role, she produces educational content on cross-border financial topics and provides tax preparation and consulting services as an Enrolled Agent. Mindful Wealth serves individual and high-net-worth clients with tailored investment management and financial planning services, emphasizing a primarily passive investment approach using diversified portfolios of index funds and ETFs. The firm is noted for its focus on cross-border and international planning, supporting globally mobile clients through a concentrated, planner-driven service model.
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